Intelligent Financial Strategies’s Procter & Gamble PG Stock Holding History

Intelligent Financial Strategies’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$147	Hold	1	–	–	﹤0.01%	60
2026 Q1	$144	Sell	1 -100	-99%	-$15.2K	﹤0.01%	62
2025 Q4	$14.5K	Hold	101	–	–	0.01%	68
2025 Q3	$15.5K	Sell	101 -365	-78%	-$57K	0.01%	69
2025 Q2	$74.2K	Hold	466	–	–	0.04%	50
2025 Q1	$79.4K	Hold	466	–	–	0.04%	48
2024 Q4	$78.1K	Hold	466	–	–	0.04%	48
2024 Q3	$80.7K	Hold	466	–	–	0.04%	48
2024 Q2	$76.9K	Hold	466	–	–	0.05%	49
2024 Q1	$75.6K	Hold	466	–	–	0.05%	49
2023 Q4	$68.3K	Sell	466 -273	-37%	-$40.4K	0.05%	50
2023 Q3	$108K	Hold	739	–	–	0.08%	43
2023 Q2	$112K	Hold	739	–	–	0.08%	45
2023 Q1	$110K	Hold	739	–	–	0.09%	46
2022 Q4	$112K	Buy	739 +1	+0.1%	+$140	0.09%	50
2022 Q3	$93K	Hold	738	–	–	0.1%	53
2022 Q2	$106K	Sell	738 -296	-29%	-$44.5K	0.11%	51
2022 Q1	$158K	Sell	1,034 -31	-3%	-$4.85K	0.15%	48
2021 Q4	$174K	Buy	+1,065	New	+$158K	0.16%	51

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intelligent Financial Strategies's PG Position: Q2 2026 in Review

Intelligent Financial Strategies held its Procter & Gamble (PG) position steady in Q2 2026 at 1 share worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #60.

Intelligent Financial Strategies first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $174K in Q4 2021. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Intelligent Financial Strategies held 1 share of Procter & Gamble worth $147 as of Q2 2026.
Intelligent Financial Strategies left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up ﹤0.01% of Intelligent Financial Strategies's portfolio in Q2 2026, its #60 holding.
Intelligent Financial Strategies first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
Intelligent Financial Strategies's Procter & Gamble position peaked at $174K in Q4 2021.
4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.